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  • How to Change the Look & Feel of the System




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  • Upload your Logo and Favicon
  • Upload your Font Family
  • Add Client Portal logo
  • Customize your theme
  • Customize the menu, buttons, and tabs colors

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You can also change any color related to buttons, Tabs, and footer, and once done press save.

Note

The App logo you uploaded will be reflected then on all the system-generated Notification emails along with the Background color used in the main menu

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Furthermore, you can also manage the Client portal's Portal and the Advisor Portal look and feel.

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Upload your client portal or advisor portal logo, login page logo, font family, and favicon. And customize the menu, buttons, links colors, etc...  in a similar way.

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